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Talk Your Book: Investing in Luxury

Animal Spirits Podcast

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Investing in Luxury Goods and International Portfolio Holdings

The chapter discusses the portfolio holding of luxury goods and the percentage of portfolio holdings outside the US. It highlights the concept of investing in luxury as a bet on wealth inequality and mentions different investment opportunities in China and emerging markets. The chapter also touches on the size of the global luxury market, the impact of the economy on luxury spending, and the reopening of China as a potential larger market for global luxury.

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